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Gold/Mining/Energy : Franco & Euro Nevada FN , EN
FN 511.50+4.5%12:12 PM EST
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To: Ronald Tammekand who wrote (310)9/16/1998 4:42:00 PM
From: Traveling Man  Read Replies (1) of 658
 
Ron,

I agree with you in the short term,EN should get a bigger boost from the Midas startup. Also, if gold DID increase,EN would benefit more because it is 100% a gold royalty company. I look at these guys as investments independent of the gold angle,just awesome niche companies that seem to increase shareholder value consistently. So, I chose to buy more FN as a long term more diversified company with many different commodity stories. They are both excellent simply because of the 2 gentlemen who operate them.

TM
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